13F filing recap · Q1 2024
What did Greenhaven Associates buy in Q1 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$10.86B
Positions
27
Estimated turnover
1.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
GMGeneral Motors Company$1.05Breported value+115.9K shares+0.5%CCitigroup Inc$1.03Breported value+178.5K shares+1.1%DHID.r. Horton, Inc.$590.40Mreported value+40.0K shares+1.1%IPInternational Paper Company$396.65Mreported value+330.0K shares+3.4%OSKOshkosh Corporation$309.29Mreported value+10.3K shares+0.4%LEALear Corp$260.65Mreported value+6.2K shares+0.3%ARWArrow Electronics, Inc.$239.61Mreported value+24.3K shares+1.3%AVTAvnet, Inc.$191.31Mreported value+23.7K shares+0.6%MTHMeritage Homes Corporation$145.09Mreported value+114 shares+0.0%TEXTerex Corporation$95.07Mreported value+19.6K shares+1.3%GGenpact Limited$35.84Mreported value+784.8K shares+259.2%NOVNov Inc.$35.12Mreported value+208.6K shares+13.1%